I was wondering if it was possible to update a record's record type based off a picklist value while you're still editing the record.
I currently have 6 record types connected to 6 page layouts, each with different required fields that need to be filled out in order for the stage to be marked complete. I need to be able to change the record type based on the current selected value in edit without saving it yet. For example, my record is currently saved under the "Closed Won" value and the connected record type, but when I go to edit it and select the "Qualification" value, the record type will update while I'm editing it. The same goes if I go to other picklist values in that field and it's corresponding record types.
Is this even possible? We are avoiding validation rules as well which is the reason for the record types/page layouts with different required fields. The goal is to ensure that they can't skip filling out fields if they skip stages and to also be able to go to Closed Lost no matter what.
#flowFast Field updates could potentially work, but the problem is, it sounds like you're wanting the page view to change in real-time according to your field value conditions, which I don't believe is possible.
Your best bet is to use a Screen Flow unless someone else knows another way outside of my knowledge.
